Baldwin Wealth Partners
BWXT icon

Baldwin Wealth Partners’s BWX Technologies BWXT Stock Holding History

Baldwin Wealth Partners’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$507K Hold
3,700
– – 0.03% 145
2026
Q2 		$720K Hold
3,700
– – 0.05% 126
2026
Q1 		$757K Hold
3,700
– – 0.06% 122
2025
Q4 		$640K Sell
3,700
-1,000
-21% -$188K 0.04% 142
2025
Q3 		$867K Buy
4,700
+1,850
+65% +$298K 0.06% 118
2025
Q2 		$411K Buy
+2,850
New +$333K 0.03% 157

Other funds holding BWXT

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Builder Investment Group
Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return

Baldwin Wealth Partners's BWXT Position: Q3 2026 in Review

Baldwin Wealth Partners held its BWX Technologies (BWXT) position steady in Q3 2026 at 3,700 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #145.

Baldwin Wealth Partners first reported a position in BWXT in Q2 2025 and has held it in 6 quarters since. The position peaked at $867K in Q3 2025. 240 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Baldwin Wealth Partners held 3,700 shares of BWX Technologies worth $507K as of Q3 2026.
  • Baldwin Wealth Partners left its BWX Technologies share count unchanged in Q3 2026.
  • BWX Technologies made up 0.03% of Baldwin Wealth Partners's portfolio in Q3 2026, its #145 holding.
  • Baldwin Wealth Partners first reported a position in BWX Technologies in Q2 2025 and has held it in 6 quarters since.
  • Baldwin Wealth Partners's BWX Technologies position peaked at $867K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.